See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,265 | $107,452-83.0% | $91,541-80.0% | $142,382-87.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 29.79% | 22.06%+7.7pp | 20.50%+9.3pp | 217.08%-187.3pp |
| Employer contribution / active EE | $2,807 | $2,994-6.2% | $2,505+12.1% | $4,299-34.7% |
| Participant deferral / active EE | $5,695 | $4,754+19.8% | $4,008+42.1% | $6,507-12.5% |
| Admin fee / account holder | $49 | $8,834-99.5% | $6,956-99.3% | $12,624-99.6% |